CPAs & Financial Advisors need an Insurance Broker who:

  • Specializes in professional liability insurance and understands your industry and what you do.
  • Is able to bring you sound and stable insurance carriers that fit your business.
  • Provides quick turnaround on quotations.
  • Offers contract analysis to advise on loss prevention clauses in engagement letters.
  • Offers attorneys who will work with you one-on-one to resolve problems with clients.
  • Has a toll-free hot line when help is needed.

IMCI provides Professional Liability and other insurance coverage to Accountants and Financial Advisors. As specialists in this field, we offer the knowledge and expertise of professionals who know your business and provide you with insurance coverage tailored to your needs. Representing practices of all sizes, we have the expertise in meeting the coverage needs of a sole proprietor firm to firms with several hundred employees.

Adobe PDF document in a new window. Please print and fax or e-mail completed applications to Karen McCabe.

Applications

Full application
Quick quote indication form

 Supplementary forms

(See application to know which of these are also required)

Merger or Acquisition Questionnaire
Supplemental Claim/Incident Information
Personal Financial Planning Services Supplement
Identity Theft Supplement
Subprime Mortgages Supplement
SEC Investigation Additional Questionnaire
LPL Supplement 
Valuation Supplement